Who We Are

Wells Fargo Strategic Indexing provides comprehensive and specialized equity and fixed income benchmarks to fulfill institutional and retail investor's needs for portfolio benchmarking and performance evaluation. Wells Fargo currently maintains a variety of indices spanning corporate and municipal bonds, hybrid capital securities, common and preferred stock. The indices are unbiased in subjective factors, such as Wells Fargo's current inventories or management participation in the underwriting. The indices are generally capitalization weighted and rules based meaning to be included a security must meet all published eligibility criteria.

There are currently over 100 institutional subscribers with ~$50 billion benchmarked to Wells Fargo index products.

Hybrid and Preferred Securities Aggregate Index

Designed to track the performance of non-convertible, $25 par preferred securities listed on US exchanges. The index is composed of preferred stock and securities that, in Wells Fargos judgment, are functionally equivalent to preferred stock including, but not limited to, depositary preferred securities, perpetual subordinated debt and certain securities issued by banks and other financial institutions that are eligible for capital treatment with respect to such instruments akin to that received for issuance of straight preferred stock.